See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 38 FOUNTAIN SQUARE PLAZA · CINCINNATI, OH 45263 | Recordkeeping Fees | $75,741 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 P.O. BOX 23720 · NEWMARK, NJ 07189 | Investment Management | $11,452 |
Filed as: GROESBECK INVESTMENT MANAGEMENT CO Service code 28 12 ROUTE 17 NORTH · PARAMUS, NJ 07652 | Investment Management | $10,155 |
SHENKMAN CAPITAL MANAGEMENT1+ years Filed as: SHENKMAN CAPITAL MANAGEMENT INC Service code 28 C/O JOSEPH SORENSEN · STAMFORD, CT 06902 | Investment Management | $9,674 |
SANTA BARBARA ASSET MANAGEMENT1+ years Service code 28 EAST CARRILLO ST · SANTA BARBARA, CA 93101 | Investment Management | $9,479 |
J.A. GLYNN & CO.1+ years Service code 28 9841 CLAYTON ROAD · ST. LOUIS, MO 63124 | Investment Management | $8,316 |
BRECKINRIDGE CAPITAL ADVISORS1+ years Service code 28 C/O VALERIE HANSON · BOSTON, MA 02110 | Investment Management | $5,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,630 | $57,096+114.8% | $94,224+30.1% | $55,191+122.2% |
| Participation rate | 75.1% | 75.7%-0.6pp | 78.8%-3.7pp | 69.2%+5.9pp |
| Annual return | -1.01% | 159.65%-160.7pp | 10.68%-11.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $2,517 | $1,708+47.4% | $3,587-29.8% | $1,899+32.6% |
| Participant deferral / active EE | $2,677 | $3,165-15.4% | $4,320-38.0% | $3,046-12.1% |
| Admin fee / account holder | $387 | $89+334.2% | $6,269-93.8% | $91+326.8% |